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BT moves accountants onto cloud to improve SMSF services

By October 30, 2017January 15th, 2018Homepage, In the Media

BT Financial group has announced a partnership with software provider BGL Corporate Solutions, in a move that it hopes will help accountants make the most of BT Panorama’s self-managed superannuation fund (SMSF) solution.

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The partnership will allow accountants to better collaborate with advisers and investors on the establishment and management of SMSFs. Accountants will be able to access BGL’s Simple Fund 360 from BT Panorama, giving them insight into investment data, data entry and the processing of transactions in Simple Fund 360.

BT Financial Group’s head of distribution, Jo Moxey, said that she hoped the new partnership would lead to better collaboration in the management of SMSFs.

Source: http://www.moneymanagement.com.au/news/smsf/bt-moves-accountants-cloud-improve-smsf-services


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